Edward D. Jones & Co., L.P. Patent applications |
Patent application number | Title | Published |
20140304192 | METHOD AND SYSTEM FOR BUILDING AN INVESTMENT PORTFOLIO - Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs). | 10-09-2014 |
20140114882 | SYSTEM AND METHOD FOR ADVANCED RETIREMENT PLANNING - A system and method to assist financial advisors in running different scenarios to help the client determine when and how to take their Social Security benefits, integrating the potential complexities of spousal and survivorship considerations and strategies, as well as overarching retirement income considerations, into the decision making framework. | 04-24-2014 |